Advicefront integrates with the most popular platforms used by financial advisers throughout the entire advice workflow, with many more to come.
Discover all the integrations we provide.
To connect with Slack follow these simple steps:
1. Head over to your name in the top right corner of the page and go to ’Settings’, on the left side of the page go to the ‘Your Settings’ section and click on ‘Integrations’.
2. Then, click ‘Connect with Slack’ and you’ll be directed to a page where you just need to enter the URL of you Slack workspace or ‘Create a new workspace’.
3. The next step is signing in to your Slack account.
4. Select the Slack channel you want Advicefront to post to (you can choose your team's channel or any other you'd like, it doesn't need to be a group channel). Then click 'Authorize'.
5. Your Slack integration is now complete!